Alphabet's Capex Push Sparks Rally in Micron and SK Hynix
TL;DR Summary
Micron and SK Hynix shares rose in premarket trading after Alphabet’s earnings and higher capex guidance, with Google signaling 2026 capex of $195–$205 billion—boosting hopes that memory demand remains resilient and easing fears of a tech-spending slowdown, though Micron remains weak versus a broader monthly move and SK Hynix’s U.S. listing has brought outsized volatility.
- Micron Stock Is Gaining After Google Earnings. Why SK Hynix Is Rising Even More. Barron's
- MU, SNDK, SKHY Stocks Jump: Google's AI Hunger, Elon Musk's Micron Shoutout Send Memory Bulls Charging Yahoo Finance
- SK Hynix’s HBM Empire Powers 65% US Revenue — Is This the Must-Own AI Stock? 24/7 Wall St.
- SK hynix: Riding The Revolutionary AI Wave (NASDAQ:SKHY) Seeking Alpha
- Prediction: This Artificial Intelligence (AI) Chip Stock Is the Biggest Winner From the $26.5 Billion SK Hynix IPO (Hint: It's Not Nvidia) The Motley Fool
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